Online Registration

Rejuvenate Your Retirement!

Dates: October 12-19, 2019

Meets: Sa from 9:00 AM to 11:30 AM

Location: Garfield Campus, Mariposa Building MP 305

Registration Fee: $39.00

Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.

You've worked hard to be able to retire. Now there is a course that teaches how to improve the quality of life during retirement. This unique and comprehensive course focuses on the issues and financial concepts that are important to retirees. In straightforward language, this course explains financial strategies designed to accomplish objectives such as tax-efficient income planning, lifestyle preservation, inflation protection and providing a legacy. However, money is onnly one aspect of post-retirement planning. We introduce fun and fullfilling activities such as travel, hobbies, sports, crafts, socializing, business ventures and lifelogn learning, to help you make the most of your retirement years. This course includes a 143-page illustrated workbook. Couples may attend together for a single registration fee. Class sizes are limited so register today!
Fee: $39.00
Hours:4.00

Garfield Campus, Mariposa Building MP 305

1122 E. Garfield Avenue
Glendale, CA 91205

Allen Yee, CFP®, CWS®

A retirement specialist with the right stuff

Born in Hong Kong, Allen Yee grew up in Southern California among role models who shaped his character. "My grandfather and parents instilled traditional values such as hard work, honesty, integrity, and respect for others," he explains.
After graduating from high school, Allen served his country in the U.S. Army, learning lessons in leadership, teamwork and commitment to service - values he uses every day to help retirees plan for a lifetime of prosperity.

The character to care, the wisdom to lead

Allen entered the finance industry in 1987, and graduated from Cal Poly Pomona shortly thereafter in 1993 with a degree in Finance, Real Estate, and Law. His goal was to pursue his passion of assisting individual clients and mentoring other advisors to do the same. Further education and hands-on experience have added to his financial wisdom, sharpened his investment skills, and improved his problem-solving abilities. He founded Guidant Planning in 1999 as a way to further his dreams of helping others experience a rewarding and financially independent retirement.

Today, with almost three decades of investment, tax, retirement, and estate planning experience, Allen continues to make a living by doing something he loves - guiding others toward their retirement dreams. His professional certifications include CERTIFIED FINANCIAL PLANNER™ , Registered Financial Consultant and Certified Wealth Strategist™.

Allen is very active in the community - his efforts focus on providing educational opportunities for programs associated with the Housing Authority of the City of Los Angeles (HACLA), City of Hope, the City of Burbank, the City of Whittier, Metropolitan Transportation Authority (MTA), Disney, Parsons Corporation, Robinson's May, and many more. In his spare time, Allen enjoys skiing and is an accomplished triathlete. In 2008, he competed in his first Iron Man Competition.

As a CERTIFIED FINANCIAL PLANNER™ professional, Allen places objectivity at the center of the planning process. His job is to objectively assess your financial situation and recommend one of the best financial strategies to carry out your individual financial plan.
Date Day Time Location
10/12/2019Saturday9 AM to 11:30 AM Garfield Campus, Mariposa Building MP 305
10/19/2019Saturday9 AM to 11:30 AM Garfield Campus, Mariposa Building MP 305

Share

Email Information to Friend Print